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Politics : Formerly About Advanced Micro Devices
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To: f.simons who wrote (118846)7/2/2000 5:43:33 PM
From: Gopher Broke  Read Replies (1) of 1578095
 
Frank,

I don't think anyone would argue that a capital gain is a bad thing. What is bad is including one-off revenue in a figure that joe public uses to project future earnings.

Perhaps this will not be the case this time around, although it was in the last two reports, and several analysts were uneasy about it then.

However, Intel recently declared that their guidance for this quarter was unchanged. At that point they must have known if their core revenue would be well adrift of the target. Therefore, my feeling is that Intel will not miss by more than a couple of pennies and will use creative accounting, with enough top-up from cap gains to keep the less discerning investors happy.

Pure speculation, of course. I am not quite convinced of this scenario enough to short Intel at this stage.
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